Latest Institutional Transactions on Ishares Core S&P Sm Cap ETF (IJR)
This table provides information on the latest institutional transactions involving Ishares Core S&P Sm Cap ETF (IJR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
465+ 12.2% |
$53K - $59.2K
|
4.28K
$464K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
66+ 3.76% |
$7.52K - $8.41K
|
1.82K
$198K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.39K+ 2.84% |
$500K - $559K
|
159K
$17.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-38- 23.31% |
$4.33K - $4.84K
|
125
$13.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
25+ 0.1% |
$2.85K - $3.18K
|
24.8K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
30.2KNew |
$3.44M - $3.84M
|
30.2K
$3.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-23- 14.02% |
$2.62K - $2.93K
|
141
$15.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-45- 0.78% |
$5.13K - $5.73K
|
5.7K
$619K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-8.6K- 36.54% |
$979K - $1.09M
|
14.9K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-3.14K- 4.25% |
$357K - $399K
|
70.7K
$7.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
107+ 0.37% |
$12.2K - $13.6K
|
28.9K
$3.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
7+ 0.12% |
$797 - $892
|
5.93K
$644K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-76- 49.35% |
$8.66K - $9.68K
|
78
$8.47K
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
3.69KNew |
$420K - $470K
|
3.69K
$400K
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
44.1KNew |
$5.02M - $5.62M
|
44.1K
$4.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
118KNew |
$13.4M - $15M
|
118K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.61K- 37.39% |
$867K - $970K
|
12.7K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-1.72K- 8.03% |
$196K - $219K
|
19.7K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
67.7K+ 242.03% |
$7.71M - $8.62M
|
95.7K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
BUY
|
- |
1.56K+ 4.41% |
$177K - $198K
|
36.8K
$3.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
BUY
|
- |
13+ 0.3% |
$1.48K - $1.66K
|
4.3K
$467K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
452+ 1.56% |
$51.5K - $57.6K
|
29.4K
$3.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.11% |
$570 - $637
|
4.62K
$502K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6.57K- 2.62% |
$748K - $837K
|
244K
$26.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
3.86K+ 124.96% |
$439K - $491K
|
6.94K
$754K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
4.89K+ 3.84% |
$558K - $623K
|
132K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
724+ 8.17% |
$82.5K - $92.2K
|
9.58K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
41K+ 135.52% |
$4.67M - $5.22M
|
71.3K
$7.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
12.9K+ 19.83% |
$1.47M - $1.65M
|
78.1K
$8.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.21K- 2.06% |
$251K - $281K
|
105K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-337- 2.55% |
$38.4K - $42.9K
|
12.9K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-15.9K- 8.44% |
$1.82M - $2.03M
|
173K
$18.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-212- 0.62% |
$24.2K - $27K
|
33.7K
$3.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-38.2K- 6.64% |
$4.35M - $4.86M
|
536K
$58.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
745+ 9.69% |
$84.9K - $94.9K
|
8.44K
$916K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
438+ 1.05% |
$49.9K - $55.8K
|
42.1K
$4.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
524+ 2.13% |
$59.7K - $66.7K
|
25.1K
$2.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.91K+ 77.98% |
$445K - $498K
|
8.92K
$968K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-15- 0.09% |
$1.71K - $1.91K
|
15.8K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-254- 7.66% |
$28.9K - $32.4K
|
3.06K
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11K+ 0.75% |
$1.25M - $1.4M
|
1.47M
$160M
|
|
|
Feb 13, 2025
Q4 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-40.6K- 34.56% |
$4.62M - $5.17M
|
76.9K
$8.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
144+ 1.49% |
$16.4K - $18.3K
|
9.81K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
63.2K+ 200.69% |
$7.2M - $8.05M
|
94.7K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.44KNew |
$505K - $565K
|
4.44K
$482K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
16.4K+ 134.22% |
$1.87M - $2.09M
|
28.7K
$3.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1.04KNew |
$118K - $132K
|
1.04K
$112K
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-305- 4.74% |
$34.7K - $38.9K
|
6.12K
$665K
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-494- 0.45% |
$56.3K - $62.9K
|
109K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
27.2K+ 198.25% |
$3.1M - $3.47M
|
41K
$4.45M
|